Our client, a wealth management firm in New York, NY is hiring an Executive Assistant to work with the head of the firm. Lead Advisor is a wealth management search firm and this role is to work for a client. For other roles go to jobs.lead-advisor.com

Job Description:

The Executive Assistant supports the day-to-day operations of the Managing Partner. The Executive Assistant manages all administrative tasks, facilitates effective communication, and maintains strict confidentiality at all times.

Responsibilities include, but are not limited to:

Responsibilities

Managing Partner Support

• Ensure calendar is organized with all meetings and travel.

• Book direct or through American Express, utilizing American Express points where needed.

• Review list of meetings/one-on-ones/events, etc. to be added to calendar on a regular basis.

• Color-code and track Managing Partner Time Study monthly.

• Reinforce recruiting priority to schedule on calendar.

• Veteran Advisor – breakfast or lunches scheduled (ask for referrals).

Firm-Wide Communications

• Prep & send weekly leaders email.

• Prep & send monthly Production reports.

• Organize, prep & send financial security planning contest tracking.

• Manage and oversee other agency contests as needed.

Event Coordination

• Serve as the primary event coordinator and manage all logistical function for firm events, including:

o Eastern Regional Meeting.

o Annual All-Firm Meeting.

o Executive Leadership Team Mid-Year Planning Retreat.

o Executive Leadership Team 2-day Planning Retreat.

o Miscellaneous Meetings – as needed (e.g., Home Office-invited speakers).

Other Responsibilities

• Ad-hoc support for C-Suite.

• Serve as meeting record keeper in team meetings.

• Partner and support firm initiatives including Diversity, Equity, & Inclusion (DEI) programs.

• Serve on the firm’s Culture & Philanthropy programs.

• Manage the firm’s annual Golf outing.

Qualifications:

• Bachelor’s degree in business or an equivalent combination of education and/or responsible work experience.

• 2-4 Years experience supporting executive level individuals.

• Strong computer and keyboarding skills and Microsoft Office experience.

• Excellent interpersonal skills.

• Ability to multi-task with a high degree of organizational skills.

• Excellent written and oral communication skills.

• Ability to exercise good judgment.

• Ability to maintain a strict degree of confidentiality.

• Ability to take independent action to make sound decisions.

• Ability to work effectively with people at all levels.